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PEZ - ETF AI Analysis

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PEZ

Invesco DWA Consumer Cyclicals Momentum ETF (PEZ)

Rating:69Neutral
Price Target:
PEZ, the Invesco DWA Consumer Cyclicals Momentum ETF, earns a solid rating thanks to strong contributors like Walmart, Ralph Lauren, Netflix, and Williams-Sonoma, which show healthy financial performance, positive earnings calls, and generally supportive technical trends. However, several holdings such as Cardinal Health, Hilton, Marriott, and McKesson face issues like high valuation, leverage, and occasional bearish technical signals, which weigh on the fund’s overall appeal. The main risk factor is exposure to companies with significant financial leverage and premium valuations, which could increase volatility if market conditions worsen.
Positive Factors
Strong Leading Holdings
Several of the largest positions, including well-known retail and travel brands, have shown strong gains this year, helping support the fund’s overall results.
Focused Consumer Cyclical Exposure
The ETF concentrates on consumer cyclical companies, which can benefit when the economy and consumer spending are healthy.
Mix of Defensive and Growth Names
Holdings in areas like health care and consumer defensive, alongside growth-oriented brands, provide a blend of stability and upside potential.
Negative Factors
High Sector Concentration
With most assets in the consumer cyclical sector, the fund is vulnerable to slowdowns in consumer spending and economic weakness.
Recent Weak Overall Performance
Despite some strong individual stocks, the ETF’s recent returns over the year to date and the last few months have been weak.
Above-Average Expense Ratio
The fund’s management fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.

PEZ vs. SPDR S&P 500 ETF (SPY)

PEZ Summary

PEZ is the Invesco DWA Consumer Cyclicals Momentum ETF, which follows the Dorsey Wright Consumer Cyclicals Tech Leaders index. It focuses mainly on U.S. consumer discretionary companies that tend to do well when people are spending more, plus a mix of communication services, health care, and other sectors. Well-known holdings include Netflix and Walmart. Investors might consider PEZ if they want growth potential from companies showing strong recent performance and exposure to changing consumer trends. A key risk is that it is concentrated in economically sensitive consumer stocks, so its price can rise and fall more sharply than the overall market.
How much will it cost me?The Invesco DWA Consumer Cyclicals Momentum ETF (PEZ) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on a momentum strategy within the Consumer Discretionary sector to select outperforming stocks.
What would affect this ETF?The PEZ ETF, focused on the Consumer Discretionary sector, could benefit from economic growth and rising consumer spending, which often drive demand for cyclical goods and services. However, it may face challenges during economic downturns or periods of high inflation, as consumers tend to cut back on discretionary spending. Additionally, interest rate hikes or regulatory changes affecting top holdings like Amazon or Carvana could impact performance.

PEZ Top 10 Holdings

PEZ is leaning hard into U.S. consumer cyclicals, with a clear tilt toward retailers, travel, and lifestyle brands. Garrett Motion has been the rocket booster lately, giving the fund a strong push, while steady climbers like Marriott, Hilton, and Ralph Lauren help keep the momentum going. On the flip side, Walmart and Tapestry have been losing a bit of steam, and health-care names like McKesson and Cardinal Health are dragging their feet. Overall, this is a U.S.-centric bet on discretionary spending, not a globally diversified mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Tapestry4.01%$951.87K$29.38B86.82%
69
Neutral
Cardinal Health3.95%$938.16K$51.80B38.68%
66
Neutral
Ralph Lauren3.82%$907.74K$23.42B55.25%
78
Outperform
Marriott International3.63%$861.25K$104.66B57.86%
62
Neutral
Williams-Sonoma3.53%$837.99K$25.76B45.19%
75
Outperform
Hilton Worldwide Holdings3.52%$835.16K$77.82B41.85%
67
Neutral
Garrett Motion3.19%$757.95K$6.25B225.51%
71
Outperform
Walmart3.16%$750.96K$958.95B28.17%
78
Outperform
McKesson3.16%$750.19K$94.62B7.67%
62
Neutral
TJX Companies3.10%$737.33K$185.97B35.91%
79
Outperform

PEZ Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
99.70
Positive
100DMA
100.55
Positive
200DMA
100.79
Positive
Market Momentum
MACD
1.03
Negative
RSI
67.38
Neutral
STOCH
100.01
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PEZ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 99.68, equal to the 50-day MA of 99.70, and equal to the 200-day MA of 100.79, indicating a bullish trend. The MACD of 1.03 indicates Negative momentum. The RSI at 67.38 is Neutral, neither overbought nor oversold. The STOCH value of 100.01 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PEZ.

PEZ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$23.62M0.60%
69
Neutral
$49.74M0.15%
70
Outperform
$27.40M0.18%
70
Outperform
$22.24M0.29%
66
Neutral
$6.94M0.65%
57
Neutral
$2.18M0.99%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PEZ
Invesco DWA Consumer Cyclicals Momentum ETF
103.66
8.88
9.37%
GXPD
Global X PureCap MSCI Consumer Discretionary ETF
IEDI
iShares Evolved US Discretionary Spending ETF
PSCD
Invesco S&P SmallCap Consumer Discretionary ETF
CLIX
ProShares Long Online/Short Stores ETF
BEDZ
AdvisorShares Hotel ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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